Liberty Wealth Management’s Bank of New York Mellon BNY Stock Holding History

Liberty Wealth Management’s Portfolio BNY Stock Details BNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,529	Closed	-$79K	–	274
2021 Q3	$79K	Sell	1,529 -4,071	-73%	-$212K	0.03%	332
2021 Q2	$287K	Sell	5,600 -25	-0.4%	-$1.25K	0.11%	99
2021 Q1	$227K	Hold	5,625	–	–	0.11%	97
2020 Q4	$227K	Hold	5,625	–	–	0.11%	96
2020 Q3	$193K	Sell	5,625 -104	-2%	-$3.79K	0.11%	98
2020 Q2	$221K	Buy	5,729 +104	+2%	+$3.81K	0.16%	86
2020 Q1	$189K	Buy	5,625 +1	+0%	+$42	0.17%	94
2019 Q4	$283K	Hold	5,624	–	–	0.22%	82
2019 Q3	$254K	Hold	5,624	–	–	0.24%	81
2019 Q2	$248K	Hold	5,624	–	–	0.22%	91
2019 Q1	$283K	Buy	5,624 +24	+0.4%	+$1.24K	0.21%	71
2018 Q4	$263K	Buy	+5,600	New	+$272K	0.2%	70

Other funds holding BNY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Liberty Wealth Management's BNY Position: Q4 2021 in Review

Liberty Wealth Management sold out of Bank of New York Mellon (BNY) in Q4 2021, closing a stake of 1,529 shares — an estimated $79K sold.

Liberty Wealth Management first reported a position in BNY in Q4 2018 and held it in 12 quarters. The position peaked at $287K in Q2 2021. 1,153 funds tracked by Wall St. Rank hold BNY as of Q4 2021.

Liberty Wealth Management reported no remaining Bank of New York Mellon position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 1,529 Bank of New York Mellon shares in Q4 2021, an estimated $79K.
Liberty Wealth Management first reported a position in Bank of New York Mellon in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Bank of New York Mellon position peaked at $287K in Q2 2021.
1,153 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.